Notice Builder

The notice builder offers an alternative for creating notices step by step. In the Improved NoticeBoard app, open the Notice Builder tab. The creation flow has six steps. Click on each number at the bottom to move through them.

Select Noticeboard

Select the title for the notice. This will be displayed as the notice headline. Select one of the existing NoticeBoards for the notice. You can also create one by clicking New.

Select required response

Select Required Action: Set the response needed from recipients for this notice to be successful.

Notification Response Option: Control arrangements for required action.

Vote Choices: Vote options for recipients (separated by commas).

Acknowledgement Statement: A Notice-specific acknowledgement statement for Recipients to agree (and optionally flag for follow-up).

Allow Comment: When checked, allows Recipients to provide Comments with their Response to this Notice.

Define message

The core message of the notice in rich text format, including any links to resources required by recipients to meet the required action. At the right, you have a live preview of the message.

Add an image (optional)

You can add an image to the notification by providing the image URL.

Select recipients

1. Choose selection mode

At the top of the screen, choose how you want to select recipients:

Individual Recipients – Pick specific users or profiles.

Recipient Lists – Use a predefined list of recipients.

2. Find recipients

From the Choose Recipients List dropdown, select the category you want to use. For example, if you choose Profiles, a list of available profiles will display. (e.g., Analytics Cloud Integration User, Contract Manager, Chatter Free User). Additionally, you can use the Search for option:

Select User or Profile.

Enter a name and click Search.

Use Reset to clear the search.

In the Recipient Scope menu, choose who is included in your search:

Internal Users – Users in your organization.

External Users – Partner, community, or portal users.

Internal & External Users – Both groups.

3. Select recipients

In the Select Recipients panel, review the users or profiles returned by your search.

Highlight the recipients you want to include.

Click the right arrow (>) to move them into the Selected Recipients panel.

If needed, use the left arrow (<) to remove recipients.

The Selected Recipients panel shows everyone you’ve picked. The counter below the panel shows:

Members (internal users).

External Users (community or partner users).

Review & publish

Lastly, you can see a preview of how the notice will look like. Click the Advanced button to edit the notice from the record detail page.